Glass Jacobson Wealth Advisors

Glass Jacobson Wealth Advisors (CRD# 120141) is a financial advisory firm headquartered in Owings Mills, MD. They manage $770,077,413 in 1,764 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    770
    MILLION
  • Total Number of Accounts
    1,764
    ACCOUNTS
  • Average Account Value
    $436,552
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, DE, FL, MD, NC, NJ, NY, OH, PA, VA, WV

Financial Advisors at Glass Jacobson Wealth Advisors
Showing 1 - 10 of 18 top financial advisors.
1
Steven G. Albert
CRD#: 5117252
10711 Red Run Blvd., Suite 101, Owings Mills, MD 21117

Steven Albert (CRD# 5117252) is an Investment Advisor Representative working at Glass Jacobson Wealth Advisors in Owings Mills, MD and has over 18 years of experience in the finance industry.

2
Randy R. Beeman
CRD#: 3027730
50 South Cameron Street, Winchester, VA 22601

Randy Beeman (CRD# 3027730) is an Investment Advisor Representative working at Glass Jacobson Wealth Advisors in Winchester, VA and has over 25 years of experience in the finance industry.

3
Michael W. Cohen
CRD#: 2828880
10711 Red Run Blvd, Suite 101, Owings Mills, MD 21117

Michael Cohen (CRD# 2828880) is an Investment Advisor Representative working at Glass Jacobson Wealth Advisors in Owings Mills, MD and has over 24 years of experience in the finance industry.

4
Michael K. Creamer
CRD#: 2930699
1901 Research Boulevard, Suite 300, Rockville, MD 20850

Michael Creamer (CRD# 2930699) is an Investment Advisor Representative working at Glass Jacobson Wealth Advisors in Rockville, MD and has over 26 years of experience in the finance industry.

5
Jonathan S. Dinkins
CRD#: 2534809
10711 Red Run Blvd, Suite 101, Owings Mills, MD 21117

Jonathan Dinkins (CRD# 2534809) is an Investment Advisor Representative working at Glass Jacobson Wealth Advisors in Owings Mills, MD and has over 28 years of experience in the finance industry.

6
Jonathan S. Dinkins
CRD#: 5126688
10711 Red Run Blvd., Suite 101, Owings Mills, MD 21117

Jonathan Dinkins (CRD# 5126688) is an Investment Advisor Representative working at Glass Jacobson Wealth Advisors in Owings Mills, MD and has over 11 years of experience in the finance industry.

7
George T. Ingram
CRD#: 5017791
800 King Farm Blvd, Suite 500, Rockville, MD 20850

George Ingram (CRD# 5017791) is an Investment Advisor Representative working at Glass Jacobson Wealth Advisors in Rockville, MD and has over 18 years of experience in the finance industry.

8
Edward J. Jacobson
CRD#: 3099582
10711 Red Run Blvd, Suite 101, Owings Mills, MD 21117

Edward Jacobson (CRD# 3099582) is an Investment Advisor Representative working at Glass Jacobson Wealth Advisors in Owings Mills, MD and has over 25 years of experience in the finance industry.

9
Avraham A. Levitan
CRD#: 6600632
10711 Red Run Blvd., Suite 101, Owings Mills, MD 21117

Avraham Levitan (CRD# 6600632) is an Investment Advisor Representative working at Glass Jacobson Wealth Advisors in Owings Mills, MD and has over 8 years of experience in the finance industry.

10
Todd Norris
CRD#: 5415707
10711 Red Run Blvd., Suite 101, Owings Mills, MD 21117

Todd Norris (CRD# 5415707) is an Investment Advisor Representative working at Glass Jacobson Wealth Advisors in Owings Mills, MD and has over 15 years of experience in the finance industry.

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